Anic Equity¶
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Total return since start: 0.602 %¶
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Equity now: -----------------------------> 48922.32 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44753.04 Kr¶
PnL: ---------------------------------------> -194.96 Kr¶
DD now: ---------------------------------> -7.903 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 16:01:16.551745'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.270000 | 1662.120000 | 194.580000 | 13.260000 | 1467.540000 |
| Hoist Finance | 35 | 1.970000 | 997.500000 | 19.250000 | 1.970000 | 978.250000 |
| Sedana Medical | 93 | 0.590000 | 2529.600000 | 14.880000 | 0.590000 | 2514.720000 |
| Catena | 2 | 1.370000 | 800.400000 | 10.800000 | 1.370000 | 789.600000 |
| JM | 6 | 1.180000 | 872.400000 | 10.200000 | 1.180000 | 862.200000 |
| HEXPOL B | 9 | -0.090000 | 1027.800000 | 9.900000 | 0.970000 | 1017.900000 |
| BioGaia B | 8 | 1.030000 | 937.600000 | 9.600000 | 1.030000 | 928.000000 |
| Atrium Ljungberg B | 5 | 0.910000 | 941.500000 | 8.500000 | 0.910000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.750000 | 966.000000 | 7.200000 | 0.750000 | 958.800000 |
| Sagax B | 4 | 0.850000 | 859.200000 | 7.200000 | 0.850000 | 852.000000 |
| Orrön Energy | 180 | 0.180000 | 2043.900000 | 6.300000 | 0.310000 | 2037.600000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Bilia A | 8 | 0.000000 | 899.200000 | 1.600000 | 0.180000 | 897.600000 |
| Hexatronic Group | 12 | 0.100000 | 965.520000 | 0.960000 | 0.100000 | 964.560000 |
| ASSA ABLOY B | 3 | 0.120000 | 777.900000 | 0.900000 | 0.120000 | 777.000000 |
| Gränges | 9 | 0.100000 | 927.000000 | 0.900000 | 0.100000 | 926.100000 |
| Clas Ohlson B | 12 | 0.000000 | 970.800000 | 0.000000 | 0.000000 | 970.800000 |
| Biotage | 7 | -0.070000 | 938.700000 | -0.700000 | -0.070000 | 939.400000 |
| AcadeMedia | 8 | -0.700000 | 400.000000 | -1.200000 | -0.300000 | 401.200000 |
| EQT | 4 | -0.240000 | 827.600000 | -2.000000 | -0.240000 | 829.600000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| Addnode Group B | 11 | -0.480000 | 914.100000 | -4.400000 | -0.480000 | 918.500000 |
| Byggmax Group | 33 | -0.550000 | 949.080000 | -5.280000 | -0.550000 | 954.360000 |
| SKF B | 5 | -0.690000 | 931.500000 | -6.500000 | -0.690000 | 938.000000 |
| OX2 | 13 | -1.710000 | 931.450000 | -16.250000 | -1.710000 | 947.700000 |
| Alimak Group | 11 | -1.900000 | 908.600000 | -17.600000 | -1.900000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.180000 | 943.600000 | -21.000000 | -2.180000 | 964.600000 |
| VEF | 909 | -2.310000 | 1809.820000 | -35.450000 | -1.920000 | 1845.270000 |
| Latour B | 4 | -4.300000 | 818.400000 | -36.800000 | -4.300000 | 855.200000 |
| Vitec Software Group B | 2 | -3.690000 | 1044.000000 | -40.000000 | -3.690000 | 1084.000000 |
| INVISIO | 16 | -1.300000 | 3632.000000 | -48.000000 | -1.300000 | 3680.000000 |
| Bufab | 3 | -4.660000 | 1054.800000 | -51.600000 | -4.660000 | 1106.400000 |
| Indutrade | 5 | -4.280000 | 1162.500000 | -52.000000 | -4.280000 | 1214.500000 |
| Hexagon B | 26 | -1.660000 | 3394.300000 | -57.200000 | -1.660000 | 3451.500000 |
| BHG Group | 97 | -7.060000 | 1353.150000 | -101.850000 | -7.000000 | 1455.000000 |
| TOTAL | 44753.040000 | -194.960000 | -7.90287% | 44948.000000 |
Updated:¶
'2023-07-03 16:01:33.687099'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
